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Tour: The sidebar

Your map of the realm. Every group and budget lives here.

The sidebar is the list on the left of the window, shown here signed in.

The sidebar on a Mac, with numbers 1 to 6

  1. HOME: a group, in capital letters. Right-click it for its menu.
  2. The arrow: hides or shows the group’s budgets. It points up while they show.
  3. Groceries: a budget, with what’s left beside it. Click it to open its page.
  4. Add Budget: make a budget. Quest 4
  5. The small arrow: opens a menu with New Group… and Join a Group…
  6. Syncs through WellSpent’s server: you’re signed in. Signed out, it says Kept on this computer only, with Sign in.

A group’s menu

A group's menu, with numbers 1 to 5

  1. Share…: invite someone to the group. Quest 7
  2. People…: see who’s in the group, and what each person can do.
  3. New Budget in Home…: make a budget in this group.
  4. Rename…: change the group’s name.
  5. Delete…: delete the group and everything in it. It asks first. Someone who joined a group sees Leave… here instead.

A budget’s menu

A budget's menu, with numbers 1 and 2

  1. Edit…: change the budget’s name, or how much a month.
  2. Delete…: delete the budget and its transactions. It asks first.

The menu beside Add Budget

The menu beside Add Budget, with numbers 1 and 2

  1. New Group…: make a group. Quest 3
  2. Join a Group…: join a group with an invite link. Quest 8